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Rakuten Investment Management’s NiSource NI Stock Holding History

Rakuten Investment Management’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.78M Buy
78,413
+7,460
+11% +$353K 0.01% 326
2026
Q1 		$3.3M Buy
70,953
+8,447
+14% +$381K 0.01% 318
2025
Q4 		$2.62M Buy
62,506
+9,849
+19% +$421K 0.01% 403
2025
Q3 		$4.67M Buy
+52,657
New +$2.18M 0.02% 262
2025
Q1 		$1.71M Buy
+42,866
New +$1.65M 0.01% 406
2024
Q3 		$874K Buy
25,410
+6,333
+33% +$202K 0.01% 370
2024
Q2 		$553K Buy
19,077
+7,667
+67% +$216K ﹤0.01% 378
2024
Q1 		$316K Buy
11,410
+10,388
+1,016% +$273K ﹤0.01% 398
2023
Q4 		$27.1K Buy
+1,022
New +$26.3K ﹤0.01% 398

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rakuten Investment Management's NI Position: Q2 2026 in Review

Rakuten Investment Management increased its NiSource (NI) stake by 11% in Q2 2026, buying an estimated $353K and bringing the position to 78,413 shares worth $3.78M. The position accounts for 0.01% of the portfolio, ranked #326.

Rakuten Investment Management first reported a position in NI in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.67M in Q3 2025. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Rakuten Investment Management held 78,413 shares of NiSource worth $3.78M as of Q2 2026.
  • Rakuten Investment Management bought 7,460 NiSource shares in Q2 2026, an estimated $353K.
  • NiSource made up 0.01% of Rakuten Investment Management's portfolio in Q2 2026, its #326 holding.
  • Rakuten Investment Management first reported a position in NiSource in Q4 2023 and has held it in 9 quarters since.
  • Rakuten Investment Management's NiSource position peaked at $4.67M in Q3 2025.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.